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Bernicke Wealth Management, Ltd.

● SEC registered since 2025CRD 335431SEC# 801-132485Altoona, WI
Export (members)
Reg. AUM
$801.7M
Employees
26
Accounts
2,530
Location
Altoona, WI

Bernicke Wealth Management, Ltd. assets under management

Bernicke Wealth Management, Ltd. is a registered investment adviser overseen by the SEC based in Altoona, WI. The firm has been registered since 2025. It reports $801.7 million in regulatory assets under management and employs 26 people.
www.linkedin.com/company/bernicke-wealth-managementView on SEC.gov ↗

Bernicke Wealth Management, Ltd. owners & executives

3 reported
NameTitleOwnershipSince
Kristie Lynn WeberDirector Of Wealth Services / CcoUnder 5%2025
Paige Elizabeth LogslettDirector Of OperationsUnder 5%2025
Ty Alan Bernicke ControlPrincipalOver 75%2016

Frequently asked questions

How much does Bernicke Wealth Management, Ltd. manage?

Bernicke Wealth Management, Ltd. reports $801.7 million in regulatory assets under management on its Form ADV.

How many employees does Bernicke Wealth Management, Ltd. have?

Bernicke Wealth Management, Ltd. reports 26 employees.

Where is Bernicke Wealth Management, Ltd. located?

Bernicke Wealth Management, Ltd. is based in Altoona, WI and has been SEC-registered since 2025.

Does Bernicke Wealth Management, Ltd. disclose fund performance?

Bernicke Wealth Management, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1565 Bluestem Blvd., Altoona, WI 54720
Phone715-832-1173
Fax715-832-1933
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$801.7M
Non-discretionary$0
Total (RAUM)$801.7M